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SpaceX advances reuse efforts as recovery of two boosters nearly complete
Three launches, two recoveries, two coasts
Just over two weeks ago, SpaceX accomplished its most impressive feat of cadence yet, both launching and recovering two separate Falcon 9s in approximately 49 hours.
Two weeks later and two days after conducting a third launch in 13 days, residents of Los Angeles, California and Cape Canaveral, Florida both coincidentally reported that the two recovered boosters from the previous two launches had both gone horizontal and appeared ready for transport. After docking in Port Canaveral for the second time, Core 1029 was seen entering SpaceX’s LC-39A integration facilities on Friday. The booster on the West coast, 1036, was loaded aboard one of the company’s converted Falcon 9-carrying semi-trucks, likely for transport to SpaceX’s Hawthorne manufacturing facilities, or possibly on a direct route to McGregor, Texas for refurbishment and testing.
https://www.instagram.com/p/BWQSPOgF67i/
This is exciting for several reasons. Foremost, 1036 is a likely candidate for reuse, and SES-10 sets a firm precedent for this. The first commercial reuse of an orbital-class launch vehicle, Falcon 9’s second stage and SES-10 payload launched on a first stage that had flown five months before during the successful launch of Iridium’s first ten NEXT satellites.
Given the potential impact of failure on the adoption of reuse as a commercial standard, SpaceX likely approached the refurbishment of the vehicle with an end-goal balanced between perfection and realism. The orbit of Iridium’s NEXT constellation is the reason the booster was chosen for the first operational reuse: their low Earth polar orbits require Falcon 9’s first stage to undergo a smaller amount of heating and general hypersonic battering when compared with SpaceX’s more common commercial launches of geostationary satellites.
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- The central aluminum grid fin of 1029 features a dramatic lack of several vanes, likely melted off during the intense heat of reentry. Expending older boosters is likely helping SpaceX learn how to preserve Block 5 rockets for multiple high-energy missions. (Reddit, u/thedubya22)
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- SpaceX will move to titanium grid fins in the future, first trialed during 1036’s launch of Iridium-2. (SpaceX)
A sound example of the extremes of Falcon 9’s suborbital reentry heating can be found in the recovery of 1029, which launched BulgariaSat-1 to a supersynchronous transfer orbit. Noted before the launch by Musk over his favored medium, 1029’s recovery was expected to be the most energetic yet, and thus success was less than certain. The results of this additional heating were obvious, and keen observers rapidly noted that the most stressed of 1029’s aluminum grid fins appeared to be considerably deformed from the stage’s energetic return to OCISLY, completed melted through in places. Considering the debut of more robust titanium grid fins aboard the launch of Iridium-2 only two days later, the quasi-destruction of one of 1029’s grid fins was somewhat fitting. 1036’s titanium grid fins looked barely worse for wear after a landing that was also deemed aggressive due to Just Read The Instructions having to avoid bad weather just before the landing.
Two weeks: BulgariaSat-1, Iridium-2, Intelsat 35e. (SpaceX)
Stirring explorations of the limits of recovery aside, both boosters are now ready to be examined and refurbished ahead of one or even two additional launches. SpaceX’s willingness to use the booster recovered from the launch of Thaicom-8 has already established that the company has a certain level of confidence in the reuse of first stages that have suffered high-velocity recoveries. Thus, 1036 is nearly certain to be reused, and 1029 has a strong chance as well.
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- Falcon 9 1029’s lean is decidedly more extreme than the stage that launched Thaicom-8. (SpaceX)
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- The aggressive Atlantic Ocean landing of Thaicom-8’s Falcon 9 first stage. (SpaceX)
The hot recovery of 1029 further marked the first use of a remotely-operated recovery robot aboard OCISLY, and could be seen below the leaning first stage as it entered Port Canaveral. It appears that its first use was a success, and the robot will certainly have a busy future of remotely securing first stages after landing. Remote securing and safing will both improve safety for those directly involved in on-ocean recovery, but it is also intended to expedite the process in order to ensure that OCISLY is prepared to recover Falcon 9 as often as possible. SpaceX’s recent cadence accomplishment of three launches in 13 days drives home the reality that weekly launches are readily achievable for the company, so long as there are pads available and payloads to be launched.
Weekly recoveries for an ASDS like OCISLY would be extremely time-sensitive, given the need for at least several days to simply reach the point of landing in the Pacific, and the addition of rapid robotic alternatives for operations aboard the drone ships could make such a goal more achievable. With SpaceX’s land-based landing facilities in perspective, it is easier to imagine a close future with weekly launches and landings of both Falcon 9 and Falcon Heavy, and possibly the propulsive-landing Dragon 2 spacecraft further down the road.
1036 horizontal and ready for transport. (Instagram/Luka Hargett)
A symbiosis of SpaceX fans and those familiar with the metal and chemistry have also led to fans speculating that the now-standard titanium grid fins may develop a subtle, golden patina of oxygenation after many reuses. Nothing could be more picturesquely symbolic of the successes SpaceX has had in their pursuit of reusable rocketry.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
